Michael Lindsell, Nick Train – Lindsell Train Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Lindsell Train portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 08, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – None reported
Increases – Alphabet Inc. (GOOGL), PayPal Holdings, Inc. (PYPL), Thermo Fisher Scientific Inc (TMO), Brown Forman Inc (BF-B), Canadian Pacific Kansas City Li (CP)
Reductions – Verisk Analytics, Inc. (VRSK), Visa Inc. (V), CME Group Inc. (CME), American Express Company (AXP), Oracle Corporation (ORCL), and 11 more
Complete Exits – None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Lindsell Train Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2025Mar 31, 2025 | PYPL PayPal Holdings, Inc. | Sell | -111,600-2.6% |
Q1 2025Mar 31, 2025 | DIS Walt Disney Company (The) | Sell | -177,600-4.0% |
Q1 2025Mar 31, 2025 | TKO TKO Group Holdings, Inc. | Sell | -238,990-6.6% |
Q1 2025Mar 31, 2025 | EBAY eBay Inc. | Sell | -276,100-7.6% |
Q1 2025Mar 31, 2025 | MANU Manchester United | Sell | -723,015-12.5% |
Q1 2025Mar 31, 2025 | MDLZ Mondelez International, Inc. | Sell | -2,392,500-28.4% |
Q4 2024Dec 31, 2024 | TMO Thermo Fisher Scientific Inc | Buy - Position Entry | +407,240 |
Q4 2024Dec 31, 2024 | BF-B Brown Forman Inc | Sell | -5,479-0.3% |
Q4 2024Dec 31, 2024 | JNJ Johnson & Johnson | Sell - Position Exit | -6,065-100.0% |
Q4 2024Dec 31, 2024 | KVUE Kenvue Inc. | Sell - Position Exit | -14,739-100.0% |
Q4 2024Dec 31, 2024 | FICO Fair Isaac Corporation | Sell | -38,923-13.2% |
Q4 2024Dec 31, 2024 | BF-A Brown Forman Inc | Sell | -77,788-2.7% |
Q4 2024Dec 31, 2024 | INTU Intuit Inc. | Sell | -146,574-16.0% |
Q4 2024Dec 31, 2024 | PEP Pepsico, Inc. | Sell | -213,274-7.7% |
Q4 2024Dec 31, 2024 | PYPL PayPal Holdings, Inc. | Sell | -309,087-6.7% |
Q4 2024Dec 31, 2024 | EBAY eBay Inc. | Sell | -461,901-11.2% |
Q4 2024Dec 31, 2024 | MANU Manchester United | Sell | -594,985-9.3% |
Q4 2024Dec 31, 2024 | TKO TKO Group Holdings, Inc. | Sell | -888,188-19.6% |
Q4 2024Dec 31, 2024 | DIS Walt Disney Company (The) | Sell | -992,971-18.2% |
Q4 2024Dec 31, 2024 | MDLZ Mondelez International, Inc. | Sell | -1,799,206-17.6% |
Q3 2024Sep 30, 2024 | BF-B Brown Forman Inc | Buy | +1,349,698+464.9% |
Q3 2024Sep 30, 2024 | DIS Walt Disney Company (The) | Buy | +561,130+11.5% |
Q3 2024Sep 30, 2024 | BF-A Brown Forman Inc | Buy | +30,340+1.1% |
Q3 2024Sep 30, 2024 | NKE Nike, Inc. | Buy | +4,500+28.3% |
Q3 2024Sep 30, 2024 | V Visa Inc. | Buy | +3,500+45.5% |
Q3 2024Sep 30, 2024 | EL Estee Lauder Companies, Inc. (T | Buy | +3,000+26.3% |
Q3 2024Sep 30, 2024 | GOOG Alphabet Inc. | Buy | +900+5.3% |
Q3 2024Sep 30, 2024 | INTU Intuit Inc. | Sell | -21,609-2.3% |
Q3 2024Sep 30, 2024 | PYPL PayPal Holdings, Inc. | Sell | -22,080-0.5% |
Q3 2024Sep 30, 2024 | PEP Pepsico, Inc. | Sell | -33,700-1.2% |